"Correct" Financial Planning Process? Is There a Right Way to Financial Plan? #financialplan
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9 ماه پیش
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Join me as I explain
Join me as I explain the Peak Financial Planning financial plan building process. While I don't think there is one "correct" financial planning process, I do think it's important to have an organized structure that brings the most out of the effort. Your financial plan should include a financial dashboard, expense tracking system, budget, target savings rate/target distribution rate, an investment risk scoring system, funding goals, investment allocation, and investment selection strategy. All of those elements are dynamic and will change over time requiring your financial plan to be dynamic and adaptable.
"Correct" Financial Planning Process? Is There a Right Way to Financial Plan? #financialplan
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Sample Financial Plan Video: Reviewing An Example Financial Plan f...
Sample Financial Plan Article: https://www.thepeakfp.com/blog/sample...
Eric Amzalag, CFP®, RICP®
Get started today → https://www.thepeakfp.com
Subscribe to be notified of future videos: / @ThePeakFP
Subscribe to our newsletter: https://app.thepeakfp.com/NLS
_ _
👥 Make sure to connect with us on all socials below → https://beacons.ai/thepeakfp
Want to schedule a consultation? Click here:
https://www.thepeakfp.com/wwu-lp
Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.
00:00 Intro
00:36 Onboarding - Step 1 Building a Financial Plan
02:02 Implementation - Executing on the Financial Plan
02:56 Maintenance - Monitoring and Adjusting the Financial Plan
04:20 Pricing - What do we charge for a financial plan?
04:53 Additional Resources
#retirement #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvisor #financialadvice #feeonly #feeonlyadvisor #feeonlyfiduciary #financialplanner #certifiedfinancialplanner
"Correct" Financial Planning Process? Is There a Right Way to Financial Plan? #financialplan
If you liked this video, make sure to click thumbs up!
Sample Financial Plan Video: Reviewing An Example Financial Plan f...
Sample Financial Plan Article: https://www.thepeakfp.com/blog/sample...
Eric Amzalag, CFP®, RICP®
Get started today → https://www.thepeakfp.com
Subscribe to be notified of future videos: / @ThePeakFP
Subscribe to our newsletter: https://app.thepeakfp.com/NLS
_ _
👥 Make sure to connect with us on all socials below → https://beacons.ai/thepeakfp
Want to schedule a consultation? Click here:
https://www.thepeakfp.com/wwu-lp
Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.
00:00 Intro
00:36 Onboarding - Step 1 Building a Financial Plan
02:02 Implementation - Executing on the Financial Plan
02:56 Maintenance - Monitoring and Adjusting the Financial Plan
04:20 Pricing - What do we charge for a financial plan?
04:53 Additional Resources
#retirement #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvisor #financialadvice #feeonly #feeonlyadvisor #feeonlyfiduciary #financialplanner #certifiedfinancialplanner
9 ماه پیش
در تاریخ 1402/06/24 منتشر شده
است.
288
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